-53.4%
TE vs BEN
+83.4%
-136.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.0% |
| 7D | +0.9% | +0.3% | +0.6% | +0.7% |
| 30D | -16.3% | +0.9% | -17.2% | -16.6% |
| 3M | -40.8% | +9.2% | -49.9% | -42.8% |
| 6M | -42.6% | +36.8% | -79.4% | -50.2% |
| YTD | -31.4% | +44.4% | -75.8% | -42.4% |
| 1Y | +144.9% | +45.8% | +99.1% | +105.0% |
| 3Y | -26.0% | +52.5% | -78.5% | -39.0% |
| 5Y | -48.5% | +37.7% | -86.2% | -56.9% |
| All | -53.4% | +83.4% | -136.8% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling